Robert Frederick Schimeneck
Investment adviser representative at Valic Financial Advisors, Inc.
11 yearsExperience
2 statesRegistered in
$29.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Valic Financial Advisors, Inc.May 2026 to now
- Oceanview Life Ins CoJan 2026 to Apr 2026
- Klotz Group of CompaniesSep 2025 to Jan 2026
- Key City CapitalNov 2023 to Jul 2025
- J. Alden Associates, Inc.Nov 2023 to Jun 2024
- UnemployedJan 2023 to Oct 2023
- J Alden Associates, Inc.Dec 2022 to Dec 2022
- Key City CapitalApr 2022 to Dec 2022
- Dlp Capital Advisors LLCAug 2017 to Mar 2022
- Mass MutualFeb 2016 to Aug 2017
- MML Investors ServicesFeb 2016 to Aug 2017
- MassmutualNov 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Valic Financial Advisors, Inc.
$29.2BAssets managed
293,026Clients
1,254Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2975085
- Firm CRD
- 42803